|
⚲
|
| Keyboard |
| TSA Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 323123 |
| SEC # | 801-126689 |
| CIK # | |
| AUM | 358.8 M (2026-03-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 713-735-9217 |
| Address | 5718 Westheimer Road Houston, TX 77057 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 48.2 |
| (b) Individuals (high net worth individuals) | 126 | 303.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 0 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 666 | 358.8 |
| By Discretionary | ||
| Discretionary | 666 | 358.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 666 | 358.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 358.4 | |
| Total | 666 | 358.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Presper Financial Architects LLC
✚
|
OH | 362.6 M |
|
Avivar Capital LLC
✚
|
362.1 M | |
|
Union Square Investment Co
✚
|
CA | 361.2 M |
|
MFP Financial Services LLC
✚
|
FL | 361.0 M |
|
Decker Retirement Planning Inc
✚
|
UT | 359.9 M |
|
The Stolper Company LLC
✚
|
OK | 356.3 M |
|
Armor Investment Advisors LLC
✚
|
NC | 356.0 M |
|
Hanover Advisors Inc
✚
|
SC | 354.9 M |
|
Resurgent Financial Advisors LLC
✚
|
GA | 354.7 M |
|
Wealth Advisors Northwest LLC
✚
|
OR | 354.3 M |